Client Relationship Associate – Inbound Finance Support

Vanguard Group

Charlotte (NC)

Hybrid

USD 75,000 - 78,000

Full time

5 days ago

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Benefits offered by this job

Fully paid training

Coaching and development resources

Bonus opportunities

Job summary

Vanguard Group is seeking a Client Relationship Associate in a hybrid role in the Charlotte area. You will connect with clients by inbound calls to assist with account-related needs, guiding them through life’s major moments with empathy and clear solutions.

Training and licensing support are provided to help you qualify for Series 7/63. Total compensation ranges from $74,500 to $77,500 in the first year, with a base salary of $52,000–$55,000 plus up to $12,500 in bonus and potential additional

Qualifications

Strong interpersonal and client relationship management (CRM) skills.
Customer-facing and/or inbound phone experience.
A learner’s mindset and an appetite for financial acumen.
Undergraduate degree or equivalent combination of experience, preferred.
Series 7 and 63 regulatory licenses/registrations required by Compliance.

Responsibilities

Partner with clients via inbound phone calls to assist with a wide range of financial inquiries.
Lead with empathy and problem-solving to uncover client needs and provide timely solutions.
Collaborate with internal departments to improve the client and crew experience.